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Alex Figueroa

Schwab Wealth Advisory, Inc.

Orlando, FL

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-21
FL RA APPROVED 2025-10-16
  • TX RA
    APPROVED
    Since 2026-05-21
  • FL RA
    APPROVED
    Since 2025-10-16

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Orlando FL 01/2023 Present
Route 46 Smokehouse Sanford FL 07/2016 11/2017
Discount Tire Company Sanford FL 10/2017 12/2019
Planet Smoothie Orange City FL 03/2018 03/2018
Walmart Sanford FL 03/2018 12/2021
Promenade At Uptown - Bh Manager Altamonte Springs FL 07/2021 12/2022
Uber Eats Lake Mary FL 03/2023 03/2024
Schwab Wealth Advisory, Inc. Orlando FL 10/2025 Present
  • 01/2023 → Present
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 07/2016 → 11/2017
    Route 46 Smokehouse
    Sanford, FL
  • 10/2017 → 12/2019
    Discount Tire Company
    Sanford, FL
  • 03/2018 → 03/2018
    Planet Smoothie
    Orange City, FL
  • 03/2018 → 12/2021
    Walmart
    Sanford, FL
  • 07/2021 → 12/2022
    Promenade At Uptown - Bh Manager
    Altamonte Springs, FL
  • 03/2023 → 03/2024
    Uber Eats
    Lake Mary, FL
  • 10/2025 → Present
    Schwab Wealth Advisory, Inc.
    Orlando, FL
Other Businesses

1) N/A|Investment Related:No|Real Estate (Non-Agent/Broker)|Real Estate License|2021-01-27|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|License is set to Voluntary Inactive and have not been practicing real estate

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-10
S63 Uniform Securities Agent State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2025-03-10
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
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WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC
BROOKSTONE CAPITAL MANAGEMENT LLC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL

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